- Establish customer relationships and follow up with customers, as needed.
- Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Work with the agent to establish and meet marketing goals.
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Maintain a strong work ethic with a total commitment to success each and every day.
- Commission only
- Flexible hours
- Growth potential/Opportunity for advancement within my agency
- Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
- Successful track record of meeting sales goals/quotas preferred
- Interest in marketing products and services based on customer needs
- Excellent interpersonal skills
- Excellent communication skills - written, verbal and listening
- Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
- People-oriented
- Organizational skills
- Self-motivated
- Detail oriented
- Proactive in problem solving
- Dedicated to customer service
- Able to learn computer functions
- Experience in a variety of computer applications, particularly Windows
- Pride in getting work done accurately and timely
- Ability to work in a team environment
- Ability to multi-task
- Ability to make presentations to potential customers
- Achieve mutually agreed upon marketing goals
- Provide timely and thorough activity reports to agent
- Ability to conduct interviews in the office
- Ability to assess customer needs and conduct effective interviews
- Ability to effectively relate to a customer
- Property and Casualty license (must be able to obtain)
- Life and Health license (must be able to obtain)
- Courses on ethical and customer centered sales practices will be required
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Financial Services Representative
5 days ago
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U-Haul Killeen, United States**job category research study** · We want to make job hunting easier by updating the structure of job titles and categories to improve upon the job search experience. Please participate in a brief drag-and-drop activity to let us know how you recognize and relate to general job ...
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Customer Service Representative - Killeen, United States - Joaquin Carrasquillo - State Farm Agent
Description
Job Description
Job DescriptionPosition OverviewLooking for a part-time job that provides meaningful work and competitive compensation? Consider a position in a State Farm Agent's office.
ResponsibilitiesIf you are motivated to succeed and can see yourself in this role, pleasecomplete our application. We will follow up with you on the next steps inthe interview process.
This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. Employees of State Farm agents must be able to successfully complete anyapplicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.